The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

New Interactive Performance & Risk Reporting from BNY Mellon Improves Transparency for Institutional Investors

BNY Mellon, the global leader in investment management and investment services, has introduced a number of enhancements to its Performance & Risk Analytics reporting that offer dynamic, new interactive capability enabling clients to customize, drill-down, and gain greater insight into their portfolio returns.

The company’s new Interactive Performance Report (IPR) makes these new features available to institutional clients through Workbench, BNY Mellon Asset Servicing’s information delivery portal. IPR allows users to view and customize a wide range of performance-related data by options including rate of return by account or asset class, and to drill-down on select data by asset classification such as by country, sector or industry. Performance and attribution results can now be viewed for daily, weekly and custom time periods.  A new ‘drill across’ feature allows clients to delve deeper into market values and cash flows used to derive investment returns.

“IPR takes a big step forward in customization and more granular performance detail, all of which enhances reporting transparency for plan managers and sponsors,” said John Gruber, managing director, global product strategy for BNY Mellon Asset Servicing’s Performance & Risk Analytics group. “We constantly fine-tune all of our analytical products to enable clients to see deeper into their portfolios and into the metrics that matter most in this fluid market environment.

“It’s all about delivering the level of insight and flexibility managers need to make informed investment decisions,” Gruber added.

BNY Mellon has announced several enhancements to its P&RA product line this year, often working with leading data and software providers. In April, BNY Mellon and the Burgiss Group introduced Private iQ, a new private capital benchmarking service, which followed its March launch of new functionality that allows institutions to access their public and private market investments in a single location via Workbench.

BNY Mellon Asset Servicing offers clients worldwide a broad spectrum of specialized asset servicing capabilities, including custody and fund services, securities lending, performance and analytics, and execution services.  BNY Mellon Asset Servicing provides services through BNY Mellon and other related companies.

Related content

WEBINAR

Recorded Webinar: Entity identification and client lifecycle management – How financial institutions can drive $4 billion in cost savings

A new model in Legal Entity Identifier (LEI) issuance has created significant opportunities for financial institutions to capitalise on their KYC and AML due diligence. By becoming Validation Agents and obtaining LEIs on behalf of their clients, financial institutions can enhance their client onboarding experience, streamline their internal operations, and open the door to new,...

BLOG

J.P. Morgan Steps Forward as First Validation Agent in Global LEI System

J.P. Morgan has become the first validation agent in the Global LEI System, signalling early interest in the scheme as a means of improving client onboarding and Know Your Customer (KYC) . The validation agent framework was introduced by GLEIF in September 2020 and is designed to help financial institutions improve customer experience, accelerate client...

EVENT

LIVE Briefing: ESG Data Management – A Strategic Imperative

This breakfast briefing will explore challenges around assembling and evaluating ESG data for reporting and the impact of regulatory measures and industry collaboration on transparency and standardisation efforts. Expert speakers will address how the evolving market infrastructure is developing and the role of new technologies and alternative data in improving insight and filling data gaps.

GUIDE

Entity Data Management Handbook – Seventh Edition

Sourcing entity data and ensuring efficient and effective entity data management is a challenge for many financial institutions as volumes of data rise, more regulations require entity data in reporting, and the fight again financial crime is escalated by bad actors using increasingly sophisticated techniques to attack processes and systems. That said, based on best...